Victor Battani (CRD# 14770) is an Investment Advisor Representative working at Oxbow Advisors, LLC in Macomb, MI and has over 24 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Oxbow Advisors, LLC | Austin, TX | Jun 2020 - Current | 3 |
| Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Jun 2020 | 4 |
| Gallagher Benefit Services Of Michigan, Inc. | Troy, MI | Feb 1977 - Jun 2020 | 43 |
| Nfp Securities, Inc. | Troy, MI | Jan 2007 - Apr 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1999 |
| S65 | NASAA Investment Advisors Law Examination | May 2010 |
- TX
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Total Assets Under Management1,948MILLIONS
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Total Number of Accounts1,527ACCOUNTS
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Average Account Value$1,275,760
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, ID, IL, KS, LA, MA, MI, MO, MS, MT, NC, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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